13F

Stock

First Tr Exchange Trad Fd Vi

Ticker not mapped · held by 281 managers

Reported value

$1.93B

Holders

281

+59 new · −15 exited

Holders’ est. mark

$311.8M

Price effect on 192 books still in the name

Largest holder

$626.6M

WELLS FARGO & COMPANY/MN

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
WELLS FARGO & COMPANY/MN21.8M$626.6M$118MAdded$126.5M
MORGAN STANLEY10.5M$302.3M$54.5MAdded$71.3M
LPL Financial LLC3.34M$95.8M$13.8MAdded$37.4M
ROYAL BANK OF CANADA1.57M$45M$7.78MAdded$12M
UBS Group AG1.45M$41.6M$7.53MAdded$9.67M
STOCK YARDS BANK & TRUST CO1.33M$38.1M$5.13MAdded$16.3M
Cyndeo Wealth Partners, LLC1.13M$32.5M$5.18MAdded$10.6M
OVERSEA-CHINESE BANKING Corp Ltd1.11M$31.9MNew
RAYMOND JAMES FINANCIAL INC1.08M$30.9M$4.8MAdded$10.6M
Carrera Capital Advisors1.06M$30.5M$5.83MAdded$5.63M
Flaharty Asset Management, LLC1.04M$29.9M$2.49MAdded$19.4M
Csenge Advisory Group852.8K$24.5M$4.67MAdded$4.28M
ENVESTNET ASSET MANAGEMENT INC762.6K$21.9M$3.36MAdded$7.63M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO721.2K$20.7M$3.95MAdded$3.33M
&PARTNERS717.3K$20.7M$3.96MAdded$4.49M
COMMONWEALTH EQUITY SERVICES, LLC658.9K$18.9M$3.61MAdded$2.36M
Valmark Advisers, Inc.619.5K$17.8M$3.28MAdded$3.88M
HighPoint Advisor Group LLC606K$17.4M$3.22MAdded$3.75M
OSAIC HOLDINGS, INC.572.7K$16.4M$2.81MAdded$4.55M
Dunhill Financial, LLC564.8K$16.2M$1.95MAdded$7.34M
Bison Wealth, LLC480.4K$14.6M$802.6KAdded$1.7M
HFG Wealth Management, LLC493.1K$14.2M$2.7MAdded$2.21M
Financial Enhancement Group LLC479.9K$13.6M$1.75MAdded$1.77M
Cetera Investment Advisers472.3K$13.6M$2.33MAdded$3.66M
My Portfolio Guide, LLC401.2K$11.5MHeld
Farther Finance Advisors, LLC396.1K$11.3M$1.66MAdded$3.97M
ARVEST INVESTMENTS, INC.376.7K$10.8M$1.41MAdded$4.85M
LexAurum Advisors, LLC355.1K$10.2MHeld
Capital Asset Advisory Services LLC345.5K$9.84M$1.49MAdded$2.41M
Solitude Financial Services336.3K$9.65M$1.83MAdded$1.78M
Concurrent Investment Advisors, LLC335.8K$9.64M$609.9KAdded$7.06M
Petix & Botte Co331K$9.5M$1.81MAdded$1.2M
Summit Financial, LLC320.1K$9.19M$559.3KAdded$6.82M
PSI Advisors, LLC319.8K$9.18MNew
Choice Wealth Advisors, LLC291.8K$8.38M$1.6MAdded$1.5M
NewSquare Capital LLC285.9K$8.21MNew
Gladstone Institutional Advisory LLC268.5K$7.71M$1.35MAdded$2.01M
Kestra Advisory Services, LLC252.8K$7.26M$778.8KAdded$3.96M
London & Capital Asset Management Ltd237.8K$6.83M$1.24MAdded$1.58M
Darwin Wealth Management, LLC226.8K$6.51M$868KAdded$2.83M
Mainsail Financial Group, LLC226.7K$6.51M$1.24MCut−$3.41M
Prospera Financial Services Inc209.1K$6M$1.15MAdded$976.8K
Chicago Wealth Management, Inc.208.2K$5.98MNew
ABLE Financial Group, LLC206.8K$5.94M$1.13MCut−$1.37M
CWM, LLC193.2K$5.55M$4.19MAdded$5.54M
Baird Financial Group, Inc.189K$5.43M$376KAdded$3.83M
D.A. DAVIDSON & CO.184.3K$5.29M$651.6KAdded$2.53M
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC177.4K$5.09MNew
Walkner Condon Financial Advisors LLC167.8K$4.82M$779.9KAdded$1.51M
Clear Creek Financial Management, LLC161.6K$4.64M$780.8KAdded$1.33M
NATIONS FINANCIAL GROUP INC, /IA/ /ADV153.2K$4.4M$762.5KAdded$1.17M
Integrated Wealth Concepts LLC147.8K$4.24MNew
GUARDIAN WEALTH ADVISORS, LLC / NC145K$4.16M$732.8KAdded$1.06M
Climber Capital SA145.6K$4.07MNew
FIRST TRUST ADVISORS LP133K$3.82M$490.3KAdded$1.74M
Sowell Financial Services LLC133K$3.82MNew
WIN ADVISORS, INC127.6K$3.66MNew
NewEdge Advisors, LLC140.6K$3.65M$385.4KCut−$1.21M
CITIGROUP INC123.7K$3.55M$628.7KAdded$885.9K
TRUIST FINANCIAL CORP122.4K$3.52M$581.8KAdded$1.05M
ASSETMARK, INC121.2K$3.48M$567.4KAdded$1.07M
Guided Capital Wealth Management, LLC118.6K$3.41MNew
Quadrature Capital Ltd118.4K$3.4MNew
HARBOUR INVESTMENTS, INC.109.1K$3.13M$530.3KAdded$885.2K
BENJAMIN EDWARDS INC99K$2.84M$234.2KAdded$1.85M
Crusonia Wealth Advisors LLC96.7K$2.78M$529.2KAdded$533.4K
Ameritas Advisory Services, LLC96.5K$2.77M$483.1KAdded$722.5K
JPMORGAN CHASE & CO96.5K$2.76M$343.7KAdded$1.26M
HighTower Advisors, LLC89.5K$2.57M$490.2KAdded$282.2K
AE Wealth Management LLC88.9K$2.55M$212KAdded$1.65M
Moment Partners, LLC84.6K$2.43MNew
INSPIRION WEALTH ADVISORS, LLC84.3K$2.42M$462.2KCut−$77.2K
Beacon Pointe Advisors, LLC84.2K$2.42M$461.3KAdded$8.41K
Corundum Group, Inc.83.2K$2.39M$386.1KAdded$752.1K
Mutual Advisors, LLC82.1K$2.36M$261.2KAdded$1.25M
Equitable Holdings, Inc.98.5K$2.29M−$0Added$544.9K
Orion Porfolio Solutions, LLC76.6K$2.2M$419.9KAdded$337.5K
BANK OF AMERICA CORP /DE/71.7K$2.06M$364.2KAdded$514.9K
PRINCIPAL SECURITIES, INC.71.6K$2.05M$381.4KAdded$437.9K
MML INVESTORS SERVICES, LLC70.6K$2.03M$386.8KAdded$269.2K
Western Wealth Management, LLC70.6K$2.03M$380.9KAdded$411.5K
Cherry Creek Investment Advisors, Inc.70.2K$2.01MNew
KESTRA PRIVATE WEALTH SERVICES, LLC68.7K$1.97M$376.4KAdded$359.6K
Private Advisor Group, LLC68.1K$1.95M$373.2KAdded$337.3K
CHIRON CAPITAL MANAGEMENT, LLC67.4K$1.94MHeld
Gerald Baker Financial Group LLC61.4K$1.76MHeld
PCG Wealth Advisors, LLC60.1K$1.73M$329.6KAdded$210.6K
FIFTH THIRD BANCORP59.5K$1.71MNew
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC59K$1.7M$169.5KAdded$917.9K
Raab & Moskowitz Asset Management LLC58.7K$1.68M$321.6KAdded$305.8K
Arkadios Wealth Advisors55.7K$1.6M$305KAdded$174.4K
CASCADE INVESTMENT GROUP, INC.53.3K$1.53M$272KAdded$376K
Copia Wealth Management52.8K$1.51M$139.2KAdded$924.5K
COLUMBIA ADVISORY PARTNERS LLC49.9K$1.43M$273.5KAdded$126.7K
Sargent Investment Group, LLC49.6K$1.43M$267.4KAdded$291.5K
CAPTRUST FINANCIAL ADVISORS48.7K$1.4M$240.8KAdded$377.3K
Cadent Capital Advisors, LLC48.6K$1.4M$266.4KAdded$195.7K
Renaissance Technologies48.6K$1.4M$203.3KAdded$533.5K
DAVENPORT & Co LLC48.5K$1.39MNew
Center For Asset Management LLC47K$1.35M$233.2KAdded$360.8K
RFG Advisory, LLC46.3K$1.33M$185.8KAdded$542.5K
NBC SECURITIES, INC.46K$1.32M$211.5KAdded$425.1K
Trueblood Wealth Management, LLC44.9K$1.29M$189.9KAdded$483.8K
Composition Wealth, LLC44.7K$1.28M$244.7KAdded$69.8K
MAGNOLIA CAPITAL ADVISORS LLC43.6K$1.25MNew
ELEVATION POINT WEALTH PARTNERS, LLC42.9K$1.23M$235.3KAdded$30.1K
Vestmark Advisory Solutions, Inc.42.9K$1.23M$235.4KAdded$30.1K
MGO ONE SEVEN LLC40.5K$1.16M$173.4KAdded$428.7K
Koshinski Asset Management, Inc.40.4K$1.16M$205KAdded$291.6K
Certified Advisory Corp40.1K$1.15M$197.3KAdded$313.9K
FLAGSHIP HARBOR ADVISORS, LLC38.9K$1.12M$71.3KAdded$814.7K
DRIVE WEALTH MANAGEMENT, LLC38.2K$1.1M$165.4KAdded$395K
ARWA LLC38.7K$1.09MNew
Aspect Partners, LLC38K$1.09M$208KCut−$224.1K
TrueWealth Advisors, LLC37.5K$1.08M$83.2KAdded$724.6K
Traction Financial Partners, LLC36.8K$1.06MNew
MTM Investment Management, LLC36.6K$1.05M$186.3KAdded$260K
OPPENHEIMER & CO INC36.4K$1.05M$199.6KAdded$151.7K
CreativeOne Wealth, LLC35.5K$1.02M$163.4KAdded$327K
Steward Partners Investment Advisory, LLC34.1K$979.8K$175.7KAdded$235.1K
Stratos Wealth Partners, LTD.32K$920.2K$155.2KAdded$262.1K
Stablepoint Partners, LLC32K$918.7K$146.9KAdded$296.2K
Focus Financial Network, Inc.30.3K$871.2K$166.3KAdded$160.6K
CAPITAL FINANCIAL GROUP INC\CO\ /ADV30.3K$868.9K$117.2KAdded$372.2K
Waterfront Wealth Inc.30.1K$864.9K$101.7KAdded$101.7K
STEPHENS INC /AR/29.3K$841.1KNew
JOHNSON INVESTMENT COUNSEL INC27.9K$801.6KNew
SILVER OAK SECURITIES, INCORPORATED25.8K$741KNew
Bank of New York Mellon Corp24.3K$698.5K$60.4KAdded$442.4K
Citadel24K$690.4KNew
OSTERWEIS CAPITAL MANAGEMENT INC23.9K$685.5K$130.9KAdded$37.9K
Harvest Investment Services, LLC23.9K$685.4K$129.1KAdded$137.9K
City Center Advisors, LLC23.8K$683.4K$105.1KAdded$237.9K
Ashton Thomas Private Wealth, LLC23.6K$678.1K$120.5KAdded$167.4K
Lunt Capital Management, Inc.23.1K$662.4K$126.4KAdded$124.3K
Simplicity Wealth,LLC22.7K$653K$76.3KAdded$329.4K
Asset Allocation Strategies LLC22K$632.8K$120.8KAdded$109.3K
Magnus Financial Group LLC21.8K$626.4K$119.5KAdded$119.9K
Envision Financial LLC20.8K$596K$113.8KCut−$47.6K
Belpointe Asset Management LLC20.7K$595.5K$98.2KAdded$179.5K
BALDWIN WEALTH PARTNERS LLC/MA20.3K$583.8K$111.4KCut−$201.6K
Gateway Wealth Partners, LLC20.3K$583.5KNew
E&G Advisors, LP20.3K$583.1K$103.1KAdded$146.1K
Kovack Advisors, Inc.20.3K$578.1K$105.5KAdded$112.5K
Jaffetilchin Investment Partners, LLC20K$573.8K$93.8KAdded$176.1K
Mariner, LLC19.3K$553.4KNew
Headland Capital, LLC19K$545.8K$104.2KAdded$93.9K
Merit Financial Group, LLC18.7K$535.7K$102.2KAdded$86.8K
TITLEIST ASSET MANAGEMENT, LLC18.6K$533.9K$92.5KAdded$141.6K
WealthCare Investment Partners, LLC18.1K$511.4K$90.9KAdded$63.4K
Savvy Advisors, Inc.17.7K$508KNew
Advisory Services Network, LLC17.5K$503.8K$96.2KAdded$67.2K
KINGSWOOD WEALTH ADVISORS, LLC17.5K$503.4KNew
OARSMAN CAPITAL, INC.17.2K$494.7K$94.4KAdded$64.6K
First Heartland Consultants, Inc.17.1K$490.1K$89.8KAdded$109.7K
MASECO LLP17.1K$489.6K$93.5KAdded$93.5K
Sound Income Strategies, LLC17.1K$486.6K$76.5KAdded$57.9K
Snowden Capital Advisors LLC16.6K$475.8K$90.8KAdded$90.8K
Proactive Wealth Strategies LLC15.9K$457KNew
Americana Partners, LLC15.3K$440K$64.4KAdded$167.1K
Capital Wealth Alliance, LLC15.2K$434.6K$58.5KAdded$61.4K
Strategic Financial Concepts, LLC15K$430.3KNew
J.W. COLE ADVISORS, INC.15K$429.8K$105.8KAdded$68.8K
tru Independence LLC14.6K$419.9K$80.1KAdded$55.2K
TMB Capital Partners, LLC14.5K$417.6K$72.2KAdded$111.4K
Vontobel Holding Ltd.14.5K$417.5K$60.9KAdded$159.3K
Signature Equity Partners, LLC14.1K$403.6K$77KAdded$75.1K
Brookstone Capital Management13.2K$378.4K$67.4KAdded$92.8K
EPG Wealth Management LLC13.1K$375.1K$71.6KAdded$59.6K
OneDigital Investment Advisors LLC12.4K$355.4K$67.8KAdded$66.9K
GeoWealth Management, LLC12.2K$349.9K$52.2KAdded$128.7K
CALTON & ASSOCIATES, INC.12.1K$347.5K$66.3KAdded$65.7K
Accel Wealth Management12K$345.4K$65.9KAdded$17.9K
SHELTON WEALTH MANAGEMENT, LLC12K$344.4K$65.7KCut−$13.3K
Creative Planning11.9K$340.2K$64.4KAdded$67.4K
Everest Financial Group LLC11.7K$337.1KNew
MERCER GLOBAL ADVISORS INC /ADV11.7K$336K$47.8KAdded$133.4K
GENESIS PRIVATE WEALTH, LLC11.5K$329.5K$62.4KAdded$65K
Plante Moran Financial Advisors, LLC10.8K$311K$59.4KAdded$59.4K
Park Square Financial Group, LLC10.8K$310.4K$48.8KAdded$66K
Cushing Capital Partners, LLC10.5K$302.7K$57.8KAdded$53.9K
COLDSTREAM CAPITAL MANAGEMENT INC10.3K$295.7K$56.4KAdded$18.3K
Balefire, LLC10.2K$291.8K$55.7KAdded$42.7K
Sunbelt Securities, Inc.10.1K$289.3K$14.8KAdded$226.4K
CREATIVE FINANCIAL DESIGNS INC /ADV10K$287.3K$38.7KAdded$123.2K
Fearless Solutions, LLC dba Best Invest9.78K$280.8K$53.3KAdded$54.8K
Focus Partners Advisor Solutions, LLC9.74K$279.8KNew
NORTHWEST WEALTH MANAGEMENT, LLC9.74K$279.8K$50.8KAdded$64.4K
IHT Wealth Management, LLC9.72K$279.1K$53.3KCut−$118.5K
INTEGRITY ALLIANCE, LLC.9.28K$266.5KNew
Objective Capital Management, LLC9.09K$260.8K$49.6KAdded$50.6K
Visionary Wealth Advisors8.8K$252.6K$48.2KAdded$46.3K
Atria Investments, Inc8.76K$251.4KNew
Northwest Wealth Advisors, LLC8.59K$246.5K$47KAdded$45.2K
Rockefeller Capital Management L.P.8.55K$245.5K$46.9KAdded$25.5K
HANCOCK WHITNEY CORP8.16K$242.2KNew
Annis Gardner Whiting Capital Advisors, LLC8.23K$236.2K$40.8KAdded$63.1K
FSM Wealth Advisors, LLC8K$229.5KNew
Cornerstone Wealth Management, LLC7.88K$226.2K$43.2KAdded$20.4K
FIRST UNITED BANK & TRUST7.83K$224.7K$19.2KAdded$143.4K
DAYMARK WEALTH PARTNERS, LLC7.76K$222.8KNew
SigFig Wealth Management, LLC7.72K$221.7KNew
Signal Advisors Wealth, LLC7.65K$219.5KNew
Nilsine Partners, LLC7.5K$218.8KNew
WEALTH EFFECTS LLC7.46K$214.1KNew
SUMMIT WEALTH GROUP LLC / CO7.41K$212.7KNew
BRIGHT FINANCIAL ADVISORS, INC.7.21K$207.1KNew
Core Wealth Partners LLC7.18K$206.2KNew
TOTAL INVESTMENT MANAGEMENT INC7.13K$204.7KNew
Clark Capital Management Group, Inc.7.11K$204KNew
Morton Brown Family Wealth, LLC7.06K$202.7K$38.7KAdded$38.7K
IFP Advisors, Inc7.04K$202.2K$38.6KAdded$37.2K
CoreCap Advisors, LLC6.65K$190.8K$30KAdded$63.6K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC6.5K$185.1K$34.1KAdded$34.5K
SBI Securities Co., Ltd.4.76K$136.6K$3.41KAdded$122.2K
Arax Advisory Partners4.64K$133.3K$25.4KAdded$23.8K
Clearstead Advisors, LLC4.07K$117K$22.2KAdded$22.7K
Merkkuri Wealth Advisors LLC3.5K$100.6KNew
AMERIFLEX GROUP, INC.3.34K$95.9K$17.2KAdded$23.1K
United Community Bank2.83K$81.1KNew
Private Wealth Asset Management, LLC2.59K$74.4K$14.2KAdded$14.2K
Advisors Preferred, LLC2.55K$73.2KNew
FARMERS & MERCHANTS INVESTMENTS INC2.14K$61.6K$11.7KAdded$5.94K
PRIVATE TRUST CO NA2.38K$59.3K$4.03KAdded$4.28K
GILL CAPITAL PARTNERS, LLC2.01K$57.8KNew
Mechanics Financial Corp2K$57.4K$11KAdded$11K
IMG Wealth Management, Inc.1.91K$54.8K$10.5KAdded$10.5K
Golden State Wealth Management, LLC1.88K$54K$10.3KAdded$10.5K
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.1.85K$53K$9.95KAdded$10.8K
AdvisorNet Financial, Inc1.78K$51.1K$9.76KAdded$1.73K
Elevated Capital Advisors, LLC1.76K$50.6K$9.67KAdded$9.67K
Key Financial Inc1.59K$45.7K$8.72KAdded$8.72K
PlanVest Financial, Inc1.41K$40.5KHeld
BROWN BROTHERS HARRIMAN & CO1.27K$36.3K$2.64KAdded$25.1K
Newbridge Financial Services Group, Inc.1.14K$32.8K$6.27KCut−$19K
CENTRAL TRUST Co1K$28.7K$5.48KAdded$5.48K
Keating Financial Advisory Services, Inc.992$28.5K$5.44KAdded$5.44K
Allworth Financial LP914$26.2K$5.01KAdded$3.64K
Pinnacle Bancorp, Inc.900$25.8K$4.93KAdded$4.93K
PINNEY & SCOFIELD, INC.859$24.7KNew
Ancora Advisors LLC821$23.6KNew
Geneos Wealth Management Inc.775$22.3K$4.25KCut−$55K
Cambridge Investment Research Advisors, Inc.722.6K$20.7K$3.16KAdded$7.36K
Salomon & Ludwin, LLC649$18.7K$3.41KAdded$3.41K
US BANCORP \DE\417$12K$2.29KCut−$2.87K
DHJJ Financial Advisors, Ltd.410$11.8K$2.25KAdded$1.78K
Pinnacle Wealth Planning Services, Inc.405$11.6K$2.22KAdded$2.22K
Parallel Advisors, LLC400$11.5KNew
HUNTINGTON NATIONAL BANK397$11.4KNew
PFS Partners, LLC304$8.74KNew

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.